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90_SB1265enr 305 ILCS 20/14 Amends the Energy Assistance Act of 1989. Provides that the Energy Assistance Program Design Group shall have 13 members. LRB9009114YYmg SB1265 Enrolled LRB9009114YYmg 1 AN ACT concerning energy. 2 Be it enacted by the People of the State of Illinois, 3 represented in the General Assembly: 4 Section 5. The Renewable Energy, Energy Efficiency, and 5 Coal Resources Development Law of 1997 is amended by changing 6 Sections 6-5 and 6-6 as follows: 7 (20 ILCS 687/6-5) 8 (Section scheduled to be repealed on December 16, 2007) 9 Sec. 6-5. Renewable Energy Resources and Coal Technology 10 Development Assistance Charge. 11 (a) Notwithstanding the provisions of Section 16-111 of 12 the Public Utilities Act but subject to subsection (e) of 13 this Section, each public utility, electric cooperative, as 14 defined in Section 3.4 of the Electric Supplier Act, and 15 municipal utility, as referenced in Section 3-105 of the 16 Public Utilities Act, that is engaged in the delivery of 17 electricity or the distribution of natural gas within the 18 State of Illinois shall, effective January 1, 1998, assess 19 each of its customer accounts a monthly Renewable Energy 20 Resources and Coal Technology Development Assistance Charge. 21 The delivering public utility, municipal electric or gas 22 utility, or electric or gas cooperative for a self-assessing 23 purchaser remains subject to the collection of the fee 24 imposed by this Section. The monthly charge shall be as 25 followsBeginning January 1, 1998, the following charges26shall be imposed: 27 (1) $0.05 per month on each account for residential 28 electric service as defined in Section 13 of the Energy 29 Assistance Act of 1989; 30 (2) $0.05 per month on each account for residential 31 gas service as defined in Section 13 of the Energy SB1265 Enrolled -2- LRB9009114YYmg 1 Assistance Act of 1989; 2 (3) $0.50 per month on each account for 3 nonresidential electric service, as defined in Section 13 4 of the Energy Assistance Act of 1989, which hadtaking5 less than 10 megawatts of peak demand during the previous 6 calendar year; 7 (4) $0.50 per month on each account for 8 nonresidential gas service, as defined in Section 13 of 9 the Energy Assistance Act of 1989, which had distributed 10 to ittakingless than 4,000,000 therms of gas during the 11 previous calendar year; 12 (5) $37.50 per month on each account for 13 nonresidential electric service, as defined in Section 13 14 of the Energy Assistance Act of 1989, which hadtaking10 15 megawatts or greater of peak demand during the previous 16 calendar year; and 17 (6) $37.50 per month on each account for 18 nonresidential gas service, as defined in Section 13 of 19 the Energy Assistance Act of 1989, which hadtaking20 4,000,000 or more therms of gas distributed to it during 21 the previous calendar year. 22 (b) The Renewable Energy Resources and Coal Technology 23 Development Assistance Charge assessed by electric and gas 24 public utilities shall be considered a charge for public 25 utility serviceExcept as provided in subsection (e) of this26Section, this charge is to be collected by electric and gas27utilities, whether owned by investors, municipalities or28cooperatives, and alternative retail electric suppliers on a29monthly basis from their respective customers. 30 (c) Fifty percent of the moneys collected pursuant to 31 this Section shall be deposited in the Renewable Energy 32 Resources Trust Fund by the Department of Revenue. The 33 remaining 50 percent of the moneys collected pursuant to this 34 Section shall be deposited in the Coal Technology Development SB1265 Enrolled -3- LRB9009114YYmg 1 Assistance Fund by the Department of Revenue for use under 2 the Illinois Coal Technology Development Assistance Act. 3 (d) By the 20th day of the month following the month in 4 which the charges imposed by this Section were collectedOn a5monthly basis, each utility and alternative retail electric 6 supplier collecting charges pursuant to this Section shall 7 remit to the Department of Revenue for deposit in the 8 Renewable Energy Resources Trust Fund and the Coal Technology 9 Development Assistance Fund all moneys received as payment of 10 the charge provided for in this Section on a return 11 prescribed and furnished by the Department of Revenue showing 12 such information as the Department of Revenue may reasonably 13 require. 14 (e) The charges imposed by this Section shall only apply 15 to customers of municipal electric or gas utilities and 16 electric or gas cooperatives if the municipal electric or gas 17 utility or electric or gas cooperative makes an affirmative 18 decision to impose the charge. If a municipal electric or gas 19 utility or an electric or gas cooperative makes an 20 affirmative decision to impose the charge provided by this 21 Section, the municipal electric or gas utility or electric or 22 gas cooperative shall inform the Department of Revenue in 23 writing of such decision when it begins to impose the charge. 24 If a municipal electric or gas utility or electric or gas 25 cooperative does not assess this charge, its customers shall 26 not be eligible for the Renewable Energy Resources Program. 27 (f) The Department of Revenue may establish such rules 28 as it deems necessary to implement this Section. 29 (Source: P.A. 90-561, eff. 12-16-97.) 30 (20 ILCS 687/6-6) 31 (Section scheduled to be repealed on December 16, 2007) 32 Sec. 6-6. Energy efficiency program. 33 (a) For the year beginning January 1, 1998, and SB1265 Enrolled -4- LRB9009114YYmg 1 thereafter as provided in this Section, each electric utility 2 as defined in Section 3-105 of the Public Utilities Act and 3 each alternative retail electric supplier as defined in 4 Section 16-102 of the Public Utilities Act supplying electric 5 power and energy to retail customers located in the State of 6 Illinois shall contribute annuallyto the Departmenta pro 7 rata share of a total amount of $3,000,000 based upon the 8 number of kilowatt-hours sold by each such entity in the 12 9 months preceding the year of contribution. On or before May 10 1 of each year, the Illinois Commerce Commission shall 11 determine and notify the Department of Commerce and Community 12 Affairs of the pro rata share owed by each electric utility 13 and each alternative retail electric supplier based upon 14 information supplied annually to the Illinois Commerce 15 Commission. On or before June 1 of each year, the Department 16 of Commerce and Community Affairs shall send written 17 notification to each electric utility and each alternative 18 retail electric supplier of the amount of pro rata share they 19 owe. These contributions shall be remitted to the Department 20 of Revenue on or before June 30 of each year the contribution 21 is due on a return prescribed and furnished by the Department 22 of Revenue showing such information as the Department of 23 Revenue may reasonably require. The funds receivedby the24Departmentpursuant to this Section shall be subject to the 25 appropriation of funds by the General Assembly. The 26 Department of Revenue shall place the funds remitted under 27 this Section in a trust fund, that is hereby created in the 28 State Treasury, called the Energy Efficiency Trust Fund. If 29 an electric utility or alternative retail electric supplier 30 does not remit its pro rata share to the Department of 31 Revenue, the Department of Revenue must inform the Illinois 32 Commerce Commission of such failure. The Illinois Commerce 33 Commission may then revoke the certification of that electric 34 utility or alternative retail electric supplier. The SB1265 Enrolled -5- LRB9009114YYmg 1 Illinois Commerce Commission may not renew the certification 2 of any electric utility or alternative retail electric 3 supplier that is delinquent in paying its pro rata share. 4 (b) The Department of Commerce and Community Affairs 5 shall disburse the moneys in the Energy Efficiency Trust Fund 6 to residential electric customers to fund projects which the 7 Department of Commerce and Community Affairs has determined 8 will promote energy efficiency in the State of Illinois. The 9 Department of Commerce and Community Affairs shall establish 10 a list of projects eligible for grants from the Energy 11 Efficiency Trust Fund including, but not limited to, 12 supporting energy efficiency efforts for low-income 13 households, replacing energy inefficient windows with more 14 efficient windows, replacing energy inefficient appliances 15 with more efficient appliances, replacing energy inefficient 16 lighting with more efficient lighting, insulating dwellings 17 and buildings, and such other projects which will increase 18 energy efficiency in homes and rental properties. 19 (c) The Department of Commerce and Community Affairs 20 shall establish criteria and an application process for this 21 grant program. 22 (d) The Department of Commerce and Community Affairs 23 shall conduct a study of other possible energy efficiency 24 improvements and evaluate methods for promoting energy 25 efficiency and conservation, especially for the benefit of 26 low-income customers. 27 (e) The Department of Commerce and Community Affairs 28 shall submit an annual report to the General Assembly 29 evaluating the effectiveness of the projects and programs 30 provided in this Section, and recommending further 31 legislation which will encourage additional development and 32 implementation of energy efficiency projects and programs in 33 Illinois and other actions that help to meet the goals of 34 this Section. SB1265 Enrolled -6- LRB9009114YYmg 1 (Source: P.A. 90-561, eff. 12-16-97.) 2 Section 10. The Illinois Coal Technology Development 3 Assistance Act is amended by changing Section 3 as follows: 4 (30 ILCS 730/3) (from Ch. 96 1/2, par. 8203) 5 Sec. 3. Transfers to Coal Technology Development 6 Assistance Funds. As soon as may be practicable after the 7 first day of each month, the Department of Revenue shall 8 certify to the Treasurer an amount equal to 1/64 of the 9 revenue realized from the tax imposed by the Electricity 10 Excise Tax Law, Section 2 of the Public Utilities Revenue 11 Act, Section 2 of the Messages Tax Act, and Section 2 of the 12 Gas Revenue Tax Act, during the preceding month. Upon 13 receipt of the certification, the Treasurer shall transfer 14 the amount shown on such certification from the General 15 Revenue Fund to the Coal Technology Development Assistance 16 Fund, which is hereby created as a special fund in the State 17 treasury, except that no transfer shall be made in any month 18 in which the Fundfrom moneys received under this Sectionhas 19 reached the following balance: 20 (1) $7,000,000 during fiscal year 1994. 21 (2) $8,500,000 during fiscal year 1995. 22 (3) $10,000,000 during fiscal yearsyear1996 and 23 1997. 24 (4) During fiscal year 1998 and each year 25 thereafter, an amount equal to the sum of $10,000,000 26 plus additional moneys deposited into the Coal Technology 27 Development Assistance Fund from the Renewable Energy 28 Resources and Coal Technology Development Assistance 29 Charge under Section 6.5 of the Renewable Energy, Energy 30 Efficiency, and Coal Resources Development Law of 1997. 31 (Source: P.A. 90-561, eff. 12-16-97.) SB1265 Enrolled -7- LRB9009114YYmg 1 Section 15. The Public Utilities Revenue Act is amended 2 by changing Sections 2a.1 and 6 as follows: 3 (35 ILCS 620/2a.1) (from Ch. 120, par. 469a.1) 4 Sec. 2a.1. Imposition of tax on invested capital and 5 on distribution of electricity. 6 (a) In addition to the tax imposed by the Illinois 7 Income Tax Act, there is hereby imposed upon every taxpayer 8 (other than an electric cooperative, a school district or 9 unit of local government as defined in Section 1 of Article 10 VII of the Illinois Constitution of 1970), an additional tax 11 as follows: 12 (i) For the first 500,000,000 kilowatt-hours 13 distributed by the taxpayer in this State during the 14 taxable period, 0.031 cents per kilowatt-hour; 15 (ii) For the next 1,000,000,000 kilowatt-hours 16 distributed by the taxpayer in this State during the 17 taxable period, 0.050 cents per kilowatt-hour; 18 (iii) For the next 2,500,000,000 kilowatt-hours 19 distributed by the taxpayer in this State during the 20 taxable period, 0.070 cents per kilowatt-hour; 21 (iv) For the next 4,000,000,000 killowatt-hours 22 distributed by the taxpayer in this State during the 23 taxable period, 0.140 cents per kilowatt-hour; 24 (v) For the next 7,000,000,000 kilowatt-hours 25 distributed by the taxpayer in this State during the 26 taxable period, 0.180 cents per kilowatt-hour; 27 (vi) For the next 3,000,000,000 killowatt-hours 28 distributed by the taxpayer in this State during the 29 taxable period, 0.142 cents per kilowatt-hour; and 30 (vii) For all kilowatt-hours distributed by the 31 taxpayer in this State during the taxable period in 32 excess of 18,000,000,000 kilowatt-hours, 0.131 cents per 33 killowatt-hour. SB1265 Enrolled -8- LRB9009114YYmg 1 (b) There is imposed on electric cooperatives that are 2 required to file reports with the Rural Utilities Service a 3 tax equal to 0.8% of such cooperative's invested capital for 4 the taxable period. The invested capital tax imposed by this 5 subsection shall not be imposed on electric cooperatives not 6 required to file reports with the Rural Utilities Service. 7 (c) If, for any taxable period, the total amount 8 received by the Department from the tax imposed by subsection 9 (a) exceeds $145,279,553 plus, for taxable periods subsequent 10 to 1998, an amount equal to the lesser of (i) 5% or (ii) the 11 percentage increase in the Consumer Price Index during the 12 immediately preceding taxable period, of the total amount 13 received by the Department from the tax imposed by subsection 14 (a) for the immediately preceding taxable period, determined 15 after allowance of the credit provided for in this 16 subsection, the Department shall issue credit memoranda in 17 the aggregate amount of the excess to each of the taxpayers 18 who paid any amount of tax under subsection (a) for that 19 taxable period in the proportion which the amount paid by the 20 taxpayer bears to the total amount paid by all such 21 taxpayers. This calculation shall be made as of December 1 of 22 the year following the immediately preceding taxable period 23 and shall consist of only those returns with payment then on 24 file with the Department. All future amendments to returns 25 and monies covering this period received after December 1 of 26 the year following the taxable period will not be included in 27 the calculation of the affected taxable period or any other 28 taxable period. The provisions of this subsection are not 29 subject to the Uniform Penalty and Interest Act. Any credit 30 memorandum issued to a taxpayer under this subsection may be 31 used as a credit by the taxpayer against its liability in 32 future taxable periods for tax under subsection (a). Any 33 amount credited to a taxpayer shall not be refunded to the 34 taxpayer unless the taxpayer demonstrates to the reasonable SB1265 Enrolled -9- LRB9009114YYmg 1 satisfaction of the Department that it will not incur future 2 liability for tax under subsection (a). The Department shall 3 adopt reasonable regulations for the implementation of the 4 provisions of this subsection. 5 (Source: P.A. 90-561, eff. 1-1-98.) 6 (35 ILCS 620/6) (from Ch. 120, par. 473) 7 Sec. 6. If it appears, after claim therefor filed with 8 the Department, that an amount of tax or penalty or interest 9 has been paid which was not due under this Act, whether as 10 the result of a mistake of fact or an error of law, except as 11 hereinafter provided, then the Department shall issue a 12 credit memorandum or refund to the person who made the 13 erroneous payment or, if that person has died or become a 14 person under legal disability, to his or her legal 15 representative, as such. 16 If it is determined that the Department should issue a 17 credit or refund under this Act, the Department may first 18 apply the amount thereof against any amount of tax or penalty 19 or interest due hereunder from the person entitled to such 20 credit or refund. Any credit memorandum issued under the 21 Electricity Excise Tax Law may be applied against any 22 liability incurred under the tax previously imposed by 23 Section 2 of this Act. For this purpose, if proceedings are 24 pending to determine whether or not any tax or penalty or 25 interest is due under this Act from such person, the 26 Department may withhold issuance of the credit or refund 27 pending the final disposition of such proceedings and may 28 apply such credit or refund against any amount found to be 29 due to the Department as a result of such proceedings. The 30 balance, if any, of the credit or refund shall be issued to 31 the person entitled thereto. 32 If no tax or penalty or interest is due and no proceeding 33 is pending to determine whether such person is indebted to SB1265 Enrolled -10- LRB9009114YYmg 1 the Department for tax or penalty or interest, the credit 2 memorandum or refund shall be issued to the claimant; or (in 3 the case of a credit memorandum) the credit memorandum may be 4 assigned and set over by the lawful holder thereof, subject 5 to reasonable rules of the Department, to any other person 6 who is subject to this Act, and the amount thereof shall be 7 applied by the Department against any tax or penalty or 8 interest due or to become due under this Act from such 9 assignee. 10 As to any claim for credit or refund filed with the 11 Department on or after each January 1 and July 1, no amounts 12 erroneously paid more than 3 years prior to such January 1 13 and July 1, respectively, shall be credited or refunded, 14 except that if both the Department and the taxpayer have 15 agreed to an extension of time to issue a notice of tax 16 liability under this Act, the claim may be filed at any time 17 prior to the expiration of the period agreed upon. 18 Claims for credit or refund shall be filed upon forms 19 provided by the Department. As soon as practicable after any 20 claim for credit or refund is filed, the Department shall 21 examine the same and determine the amount of credit or refund 22 to which the claimant is entitled and shall notify the 23 claimant of such determination, which amount shall be prima 24 facie correct. 25 Any credit or refund that is allowed under this Act shall 26 bear interest at the rate and in the manner specified in the 27 Uniform Penalty and Interest Act. 28 In case the Department determines that the claimant is 29 entitled to a refund, such refund shall be made only from 30 such appropriation as may be available for that purpose. If 31 it appears unlikely that the amount appropriated would permit 32 everyone having a claim allowed during the period covered by 33 such appropriation to elect to receive a cash refund, the 34 Department, by rule or regulation, shall provide for the SB1265 Enrolled -11- LRB9009114YYmg 1 payment of refunds in hardship cases and shall define what 2 types of cases qualify as hardship cases. 3 (Source: P.A. 90-491, eff. 1-1-98.) 4 Section 20. The Electricity Excise Tax Law is amended 5 by changing Sections 2-7, 2-10, and 2-12 as follows: 6 (35 ILCS 640/2-7) 7 (This Section may contain text from a Public Act with a 8 delayed effective date) 9 Sec. 2-7. Collection of electricity excise tax. 10 Beginning with bills for electricity or electric service 11 issued on and after August 1, 1998, the tax imposed by this 12 Law shall be collected from the purchaser, other than a 13 self-assessing purchaser where the delivering supplier or 14 suppliers are notified by the Department that the purchaser 15 has been registered as a self-assessing purchaser for the 16 accounts listed by the self-assessing purchaser aswho17provides a copy of an active certificationdescribed in 18 SectionSections2-10and 2-10.5of this Law, by any 19 delivering supplier maintaining a place of business in this 20 State at the rates stated in Section 2-4 with respect to the 21 electricity delivered by such delivering supplier to or for 22 the purchaser, and shall be remitted to the Department as 23 provided in Section 2-9 of this Law. All sales to a purchaser 24 are presumed subject to tax collection unless the Department 25 notifiespurchaser providesthe delivering supplier that the 26 purchaser has been registered as a self-assessing purchaser 27 for the accounts listed by the self-assessing purchaser as 28with a copy of an active certificationdescribed in Section 29Sections2-10and 2-10.5of this Law. Upon receipt of 30 notification by the Departmentan active certification from a31purchaser, the delivering supplier is relieved of all 32 liability for the collection and remittance of tax from the SB1265 Enrolled -12- LRB9009114YYmg 1 self-assessing purchaser for which notification was provided 2 by the Departmentwho has provided the certification. The 3 delivering supplier is relieved of the liability for the 4 collection of the tax from a self-assessing purchaser until 5 such time as the delivering supplier is notified in writing 6 by the Departmentpurchaserthat the purchaser's 7 certification as a self-assessing purchaser is no longer in 8 effect. Delivering suppliers shall collect the tax from 9 purchasers by adding the tax to the amount of the purchase 10 price received from the purchaser for delivering electricity 11 for or to the purchaser. Where a delivering supplier does not 12 collect the tax from a purchaser, other than a self-assessing 13 purchaser, as provided herein, such purchaser shall pay the 14 tax directly to the Department. 15 (Source: P.A. 90-561, eff. 8-1-98.) 16 (35 ILCS 640/2-10) 17 (This Section may contain text from a Public Act with a 18 delayed effective date) 19 Sec. 2-10. Election and registration to be self-assessing 20 purchaser. Any purchaser for non-residential electric use may 21 elect to register with the Department as a self-assessing 22 purchaser and to pay the tax imposed by Section 2-4 directly 23 to the Department, at the rate stated in that Section for 24 self-assessing purchasers, rather than paying the tax to such 25 purchaser's delivering supplier. The election by a purchaser 26 to register as a self-assessing purchaser may not be revoked 27 by the purchaser for at least 2 years12 monthsthereafter. 28 A purchaser who revokes his or her registration as a 29 self-assessing purchaser shall not thereafter be permitted to 30 register as a self-assessing purchaser within the succeeding 31 2 years12 months. A self-assessing purchaser shall renew 32 his or her registration every 2 years12 months, or the 33 registration shall be deemed to be revoked. SB1265 Enrolled -13- LRB9009114YYmg 1 Application for a certificate of registration as a 2 self-assessing purchaser shall be made to the Department upon 3 forms furnished by the Department and shall contain any 4 reasonable information the Department may require. The 5 self-assessing purchaser shall be required to disclose the 6 name of the delivering supplier or suppliers and each account 7 numbers for which the self-assessing purchaser elects to pay 8 the tax imposed by Section 2-4 directly to the Department. 9 Upon receipt of the application for a certificate of 10 registration in proper form and payment of an non-refundable 11 biennial fee of $200, the Department shall issue to the 12 applicant a certificate of registration that permits the 13 person to whom it was issued to pay the tax incurred under 14 this Law directly to the Department for a period of 2 years. 15 The Department shall notify the delivering supplier or 16 suppliers that the applicant has been registered as a 17 self-assessing purchaser for the accounts listed by the 18 self-assessing purchaser. A certificate of registration 19 under this Section shall be renewed upon application and 20 payment of a non-refundable biennial $200 fee, subject to 21 revocation as provided by this Law, for additional 2-year 22 periods from the date of its expiration unless otherwise 23 notified by the Department. 24 Upon notification by the Department that an applicant has 25 been registered as a self-assessing purchaser, the delivering 26 supplier is no longer required to collect the tax imposed by 27 this Act for the accounts specifically listed by the 28 self-assessing purchaser, until the delivering supplier is 29 notified by the Department as set forth below that the 30 self-assessing purchaser's certificate of registration has 31 been expired, revoked, or denied. 32 The Department may deny a certificate of registration to 33 any applicant if the owner, any partner, any manager or 34 member of a limited liability company, or a corporate officer SB1265 Enrolled -14- LRB9009114YYmg 1 of the applicant, is or has been the owner, a partner, a 2 manager or member of a limited liability company, or a 3 corporate officer, of another self-assessing purchaser that 4 is in default for moneys due under this Law. 5 Any person aggrieved by any decision of the Department 6 under this Section may, within 20 days after notice of such 7 decision, protest and request a hearing, whereupon the 8 Department shall give notice to such person of the time and 9 place fixed for such hearing and shall hold a hearing in 10 conformity with the provisions of this Law and then issue its 11 final administrative decision in the matter to such person. 12 In the absence of such a protest within 20 days, the 13 Department's decision shall become final without any further 14 determination being made or notice given. Upon the 15 expiration, revocation, or denial of a certificate of 16 registration as a self-assessing purchaser, the Department of 17 Revenue shall provide written notice of the expiration, 18 revocation, or denial of the certificate to the 19 self-assessing purchaser's delivering supplier or suppliers. 20 (Source: P.A. 90-561, eff. 8-1-98.) 21 (35 ILCS 640/2-12) 22 (This Section may contain text from a Public Act with a 23 delayed effective date) 24 Sec. 2-12. Applicability of Retailers' Occupation Tax 25 Act, Public Utilities Revenue Act and Uniform Penalty and 26 Interest Act. The Department shall have full power to 27 administer and enforce this Law; to collect all taxes, 28 penalties and interest due hereunder; to dispose of taxes, 29 penalties and interest so collected in the manner herein 30 provided; and to determine all rights to credit memoranda or 31 refunds arising on account of the erroneous payment of tax, 32 penalty or interest hereunder. 33 All of the provisions of Sections 4 (except that the time SB1265 Enrolled -15- LRB9009114YYmg 1 limitation provisions shall run from the date when the tax is 2 due rather than from the date when gross receipts are 3 received), 5 (except that the time limitation provisions on 4 the issuances of notices of tax liability shall run from the 5 date when the tax is due rather than from the date when gross 6 receipts are received and except that in the case of a 7 failure to file a return required by this Law, no notice of 8 tax liability shall be issued on and after each July 1 and 9 January 1 covering tax due with that return during any month 10 or period more than 6 years before that July 1 or January 1, 11 respectively, and except that the 30% penalty provided for in 12 Section 5 shall not apply), 5a, 5b, 5c, 5d, 5e, 5f, 5g, 5i 13 and 5j of the Retailers' Occupation Tax Act, and Sections 6, 14 8, 9, 10 and 11 of the Public Utilities Revenue Act, which 15 are not inconsistent with this Law, and the Uniform Penalty 16 and Interest Act shall apply, as far as practicable, to the 17 subject matter of this Law to the same extent as if such 18 provisions were included herein. References in such 19 incorporated Sections of the Retailers' Occupation Tax Act 20 and Public Utilities Revenue Act and to taxpayers and to 21 persons engaged in the business of selling tangible personal 22 property at retail means both purchasers and delivering 23 suppliers maintaining a place of business in this State, as 24 required by the particular context, when used in this Law. 25 References in such incorporated Sections of the Retailers' 26 Occupation Tax Act and Public Utilities Revenue Act to gross 27 receipts and to gross receipts received means purchase price 28 or kilowatt-hours used or consumed by the purchaser, as 29 required by the particular context. 30 Any credit memorandum issued under the tax imposed by 31 Section 2 of the Public Utilities Revenue Act may be applied 32 against liability incurred under this Act. Any credit 33 memorandum issued under this Act may be applied against 34 liability incurred under the tax imposed by Section 2 of the SB1265 Enrolled -16- LRB9009114YYmg 1 Public Utilities Revenue Act. 2 (Source: P.A. 90-561, eff. 8-1-98.) 3 (35 ILCS 640/2-10.5 rep.) 4 Section 25. The Electricity Excise Tax Law is amended by 5 repealing Section 2-10.5. 6 Section 30. The Public Utilities Act is amended by 7 changing Sections 16-127 and 17-300 as follows: 8 (220 ILCS 5/16-127) 9 Sec. 16-127. Environmental disclosure. 10 (a) Effective January 1, 1999, every electric utility 11 and alternative retail electric supplier shall provide the 12 following information, to the maximum extent practicable, 13 with its bills to its customers on a quarterly basis: 14 (i) the known sources of electricity supplied, 15 broken-out by percentages, of biomass power, coal-fired 16 power, hydro power, natural gas-fired power, nuclear 17 power, oil-fired power, solar power, wind power and other 18 resources, respectively; and 19 (ii) a pie-chart which graphically depicts the 20 percentages of the sources of the electricity supplied as 21 set forth in subparagraph (i) of this subsection. 22 (b) In addition, every electric utility and alternative 23 retail electric supplier shall provide, to the maximum extent 24 practicable, with its bills to its customers on a quarterly 25 basis, a standardized chart in a format to be determined by 26 the Commission in a rule following notice and hearings which 27 provides the amounts of carbon dioxide, nitrogennitrous28 oxides and sulfur dioxide emissions and nuclear waste 29 attributable to the known sources of electricity supplied as 30 set forth in subparagraph (i) of subsection (a) of this 31 Section. SB1265 Enrolled -17- LRB9009114YYmg 1 (c) The electric utilities and alternative retail 2 electric suppliers may provide their customers with such 3 other information as they believe relevant to the information 4 required in subsections (a) and (b) of this Section. 5 (d) For the purposes of subsection (a) of this Section, 6 "biomass" means dedicated crops grown for energy production 7 and organic wastes. 8 (e) All of the information provided in subsections (a) 9 and (b) of this Section shall be presented to the Commission 10 for inclusion in its World Wide Web Site. 11 (Source: P.A. 90-561, eff. 12-16-97.) 12 (220 ILCS 5/17-300) 13 Sec. 17-300. Election to be an alternative retail 14 electric supplier. 15 (a) An electric cooperative or municipal system may, by 16 appropriate action, and at the sole discretion of the 17 governing body of each, make an election to become an 18 alternative retail electric supplier. A generation and 19 transmission electric cooperative may not, as an alternative 20 retail electric supplier, serve any present or future retail 21 customers of a distribution electric cooperative not a member 22 of that generation and transmission electric cooperative 23 unless at least 30% of the total number of meters of the 24 generation and transmission electric cooperative's 25 member-cooperatives are eligible to obtain electric power and 26 energy from an alternative retail electric supplier other 27 than the generation and transmission electric cooperative or 28 an electric utility due to member-cooperative elections 29 pursuant to either Section 17-200 or 17-300. 30 (b) Commission authority over an electric cooperative or 31 municipal system electing to be an alternative retail 32 electric supplier. An electric cooperative or municipal 33 system electing to be an alternative retail electric supplier SB1265 Enrolled -18- LRB9009114YYmg 1 shall provide those services in accordance with Sections 2 16-115A and 16-115B of this Act, to the extent that these 3 Sections have application to the services being offered by 4 the electric cooperative or municipal system as an 5 alternative retail electric supplier. In no case shall these 6 provisions apply to the existing or future customers taking 7 delivery services from an electric cooperative or municipal 8 system pursuant to their respective authority under the 9 Electric Supplier Act or the Illinois Municipal Code. 10 (c) Notification of election to be an alternative retail 11 electric supplier. Upon filing notice of intent by an 12 electric cooperative or a municipal system to become an 13 alternative retail electric supplier, the Commission shall 14 issue within 45 days a certificate of service authority for 15 the entire State or for a specified geographic area of the 16 State, as specified in the notice. Issuance of a certificate 17 of service authority shall constitute compliance with Section 18 16-115 of this Act. 19 (d) Delivery services provided by electric cooperatives 20 or municipal systems. Municipal systems or electric 21 cooperatives making an election under this Section shall be 22 required to provide delivery services on their respective 23 systems to the electric utility or utilities in whose service 24 area or areas the proposed service will be offered. Such 25 required delivery services to be provided by the electric 26 cooperatives and municipal systems shall be reasonably 27 comparable to the delivery services provided to the electric 28 cooperative's and municipal system's own customers. 29 (e) Exclusive authority over distribution facilities. 30 Provided that, and subject to their authority to serve 31 customers pursuant to the Electric Supplier Act with respect 32 to electric cooperatives and pursuant to the Illinois 33 Municipal Code with respect to municipal systems, each shall 34 continue to provide the exclusive distribution facilities for SB1265 Enrolled -19- LRB9009114YYmg 1 any existing and future customers that the electric 2 cooperative or municipal system is now or in the future 3 otherwise entitled to serve, and which customers are now or 4 in the future receiving service provided by an alternative 5 retail electric supplier. 6 (Source: P.A. 90-561, eff. 12-16-97.) 7 Section 35. The Energy Assistance Act of 1989 is amended 8 by changing Sections 13 and 14 as follows: 9 (305 ILCS 20/13) 10 Sec. 13. Supplemental Low-Income Energy Assistance Fund. 11 (a) The Supplemental Low-Income Energy Assistance Fund 12 is hereby created as a special fund in the State Treasury. 13 The Supplemental Low-Income Energy Assistance Fund is 14 authorized to receive, by statutory deposit, the moneys 15 collected pursuant to this Section. Subject to 16 appropriation, the Department shall use moneys from the 17 Supplemental Low-Income Energy Assistance Fund for payments 18 to electric or gas public utilities, municipal electric or 19 gas utilities, and electric cooperatives on behalf of their 20 customers who are participants in the program authorized by 21 Section 4 of this Act, for the provision of weatherization 22 services and for administration of the Supplemental 23 Low-Income Energy Assistance Fund. The yearly expenditures 24 for weatherization may not exceed 10% of the amount collected 25 during the year pursuant to this Section. In determining 26 which customers will participate in the weatherization 27 component, the Department shall target weatherization for 28 those customers with the greatest energy burden, that is the 29 lowest income and greatest utility bills. The yearly 30 administrative expenses of the Supplemental Low-Income Energy 31 Assistance Fund may not exceed 10% of the amount collected 32 during that year pursuant to this Section. SB1265 Enrolled -20- LRB9009114YYmg 1 (b) Notwithstanding the provisions of Section 16-111 of 2 the Public Utilities Act but subject to subsection (k) of 3 this Section, each public utility, electric cooperative, as 4 defined in Section 3.4 of the Electric Supplier Act, and 5 municipal utility, as referenced in Section 3-105 of the 6 Public Utilities Act, that is engaged in the delivery of 7 electricity or the distribution of natural gas within the 8 State of Illinois shall, effective January 1, 1998, assess 9 each of its customer accounts a monthly Energy Assistance 10 Charge for the Supplemental Low-Income Energy Assistance 11 Fund. The delivering public utility, municipal electric or 12 gas utility, or electric or gas cooperative for a 13 self-assessing purchaser remains subject to the collection of 14 the fee imposed by this Section. The monthly charge shall be 15 as follows: 16 (1) $0.40 per month on each account for residential 17 electric service; 18 (2) $0.40 per month on each account for residential 19 gas service; 20 (3) $4 per month on each account for 21 non-residential electric service which had less than 10 22 megawatts of peak demand during the previous calendar 23 year; 24 (4) $4 per month on each account for 25 non-residential gas service which had distributed to it 26 less than 4,000,000 therms of gas during the previous 27 calendar year; 28 (5) $300 per month on each account for 29 non-residential electric service which had 10 megawatts 30 or greater of peak demand during the previous calendar 31 year; and 32 (6) $300 per month on each account for 33 non-residential gas service which had 4,000,000 or more 34 therms of gas distributed to it during the previous SB1265 Enrolled -21- LRB9009114YYmg 1 calendar year. 2 (c) For purposes of this Section: 3 (1) "residential electric service" means electric 4 utility service for household purposes delivered to a 5 dwelling of 2 or fewer units which is billed under a 6 residential rate, or electric utility service for 7 household purposes delivered to a dwelling unit or units 8 which is billed under a residential rate and is 9 registered by a separate meter for each dwelling unit; 10 (2) "residential gas service" means gas utility 11 service for household purposes distributed to a dwelling 12 of 2 or fewer units which is billed under a residential 13 rate, or gas utility service for household purposes 14 distributed to a dwelling unit or units which is billed 15 under a residential rate and is registered by a separate 16 meter for each dwelling unit; 17 (3) "non-residential electric service" means 18 electric utility service which is not residential 19 electric service; and 20 (4) "non-residential gas service" means gas utility 21 service which is not residential gas service. 22 (d) At least 45 days prior to the date on which it must 23 begin assessing Energy Assistance Charges, each public 24 utility engaged in the delivery of electricity or the 25 distribution of natural gas shall file with the Illinois 26 Commerce Commission tariffs incorporating the Energy 27 Assistance Charge in other charges stated in such tariffs. 28 (e) The Energy Assistance Charge assessed by electric 29 and gas public utilities shall be considered a charge for 30 public utility service. 31 (f) By the 20th day of the month following the month in 32 which the charges imposed by the Section were collectedOn a33monthly basis, each public utility, municipal utility, and 34 electric cooperative shall remit to the Department of Revenue SB1265 Enrolled -22- LRB9009114YYmg 1 all moneys received as payment of the Energy Assistance 2 Charge on a return prescribed and furnished by the Department 3 of Revenue showing such information as the Department of 4 Revenue may reasonably require. If a customer makes a 5 partial payment, a public utility, municipal utility, or 6 electric cooperative may elect either: (i) to apply such 7 partial payments first to amounts owed to the utility or 8 cooperative for its services and then to payment for the 9 Energy Assistance Charge or (ii) to apply such partial 10 payments on a pro-rata basis between amounts owed to the 11 utility or cooperative for its services and to payment for 12 the Energy Assistance Charge. 13 (g) The Department of Revenue shall deposit into the 14 Supplemental Low-Income Energy Assistance Fund all moneys 15 remitted to it in accordance with subsection (f) of this 16 Section. 17 (h) If as of June 30December 31, 2002 the program 18 authorized by Section 4 of this Act has not been replaced by 19 a new energy assistance program which is in operation, then 20 the General Assembly shall review the program; provided 21 however, that after that date, any public utility, municipal 22 utility, or electric cooperative shall continue to assess an 23 Energy Assistance Charge which was originally assessed on or 24 before June 30December 31, 2002 and which remains unpaid. 25 On or before December 31, 20022003, the Department shall 26 prepare a report for the General Assembly on the expenditure 27 of funds appropriated from the Low-Income Energy Assistance 28 Block Grant Fund for the program authorized under Section 4 29 of this Act. 30 (i) The Department of Revenue may establish such rules 31 as it deems necessary to implement this Section. 32 (j) The Department of Commerce and Community Affairs may 33 establish such rules as it deems necessary to implement this 34 Section. SB1265 Enrolled -23- LRB9009114YYmg 1 (k) The charges imposed by this Section shall only apply 2 to customers of municipal electric or gas utilities and 3 electric or gas cooperatives if the municipal electric or gas 4 utility or electric or gas cooperative makes an affirmative 5 decision to impose the charge. If a municipal electric or 6 gas utility or an electric cooperative makes an affirmative 7 decision to impose the charge provided by this Section, the 8 municipal electric or gas utility or electric cooperative 9 shall inform the Department of Revenue in writing of such 10 decision when it begins to impose the charge. If a municipal 11 electric or gas utility or electric or gas cooperative does 12 not assess this charge, the Department may not use funds from 13 the Supplemental Low-Income Energy Assistance Fund to provide 14 benefits to its customers under the program authorized by 15 Section 4 of this Act. 16 (Source: P.A. 90-561, eff. 12-16-97.) 17 (305 ILCS 20/14) 18 Sec. 14. Energy Assistance Program Design Group. 19 (a) This Section establishes an Energy Assistance 20 Program Design Group to advise the General Assembly with 21 respect to designing a low-income energy assistance program 22 for the period beginning on July 1, 2002January 1, 2003. 23 (b) The Energy Assistance Program Design Group shall be 24 chaired by the Director of Commerce and Community Affairs or 25 his or her designee. There shall be 4 legislative members and 26 13 non-legislative members of the Energy Assistance Program 27 Design Group. The 4 legislative members shall be appointed as 28 follows: one member of the House of Representatives appointed 29 by the Speaker of the House of Representatives, one member of 30 the House of Representatives appointed by the Minority Leader 31 of the House of Representatives, one member of the Senate 32 appointed by the President of the Senate, and one member of 33 the Senate appointed by the Minority Leader of the Senate. SB1265 Enrolled -24- LRB9009114YYmg 1 The non-legislative members of the Energy Assistance Program 2 Design Group shall include the chairperson and the following 3 12 members: (i) one member designated by the Illinois 4 Commerce Commission; (ii) one member designated by the 5 Illinois Department of Natural Resources; (iii) one member 6 designated by the Illinois Energy Association to represent 7 electric public utilities serving in excess of 1 million 8 customers in this State; (iv) one member agreed upon by gas 9 public utilities that serve more than 500,000 customers in 10 this State; (v) one member designated by the Illinois Energy 11 Association to represent combination gas and electric public 12 utilities; (vi) one member agreed upon by the Illinois 13 Municipal Electric Agency and the Association of Illinois 14 Electric Co-operatives; (vii) one member designated by the 15 Midwest Independent Power Suppliers Coordination Group; 16 (viii) one member designated by the National Training and 17 Information Center to represent low-income energy consumers; 18 (ix) one member designated by the Illinois Community Action 19 Association to represent local agencies that assist in the 20 administration of this Act; (x) one member designated by the 21 Citizens Utility Board to represent residential energy 22 consumers; (xi) one member designated by the Illinois Retail 23 Merchants Association to represent commercial energy 24 customers; and (xii) one member designated by the Illinois 25 Industrial Energy Consumers. The appointments of the 26 legislative members shall be submitted to the chairman of the 27 Energy Assistance Program Design Group within 30 days of the 28 effective date of this amendatory Act of 1998 and within 30 29 days of a new General Assembly convening. The names of the 30 non-legislative members shall be submitted to the chairperson 31 of the Energy Assistance Program Design Group by the 32 designating organization within 30 days of the effective date 33 of this amendatory Act of 1998. The designating organization 34 shall notify the chairperson of any changes or substitutions SB1265 Enrolled -25- LRB9009114YYmg 1 of a designee within 10 business days of the change or 2 substitution.As promptly as practicable following the3enactment of this amendatory Act of 1997, the General4Assembly, or a Joint Committee thereof, shall establish an5Energy Assistance Program Design Group. The Energy6Assistance Program Design Group shall be chaired by the7Director of the Department of Commerce and Community Affairs8and shall include one representative of each of the9following: (i) the Illinois Commerce Commission; (ii) the10Department of Natural Resources; (iii) electric public11utilities; (iv) gas public utilities; (v) combination gas and12electric public utilities; (vi) municipal utilities and13electric cooperatives; (vii) electricity and natural gas14marketers; (viii) low-income energy customers; (ix) local15agencies engaged by the Department of Commerce and Community16Affairs to assist in the administration of the Energy17Assistance Act of 1989; (x) residential energy customers;18(xi) commercial energy customers; and (xii) industrial energy19customers.20 (c) Within 3 months of its establishment, the Energy 21 Assistance Program Design Group shall meet to begin 22 consideration of the design and implementation of an energy 23 assistance program in Illinois for the period beginning on 24 July 1, 2002January 1, 2003. Within 12 months of its 25 establishment, the Program Design Group shall hold public 26 hearings to assist its deliberations. 27 (d) The Program Design Group shall provide a report 28 containing its recommendations to the General Assembly on or 29 before January 1, 20012002. This report must include the 30 following: 31 (1) recommendations on the definition of an 32 eligible low-income residential customer; 33 (2) recommendations regarding the continuation of 34 the program authorized by Section 4 of this Act and the SB1265 Enrolled -26- LRB9009114YYmg 1 Supplemental Low-Income Energy Assistance Fund; 2 (3) recommendations on ensuring low-income 3 residential customers have access to essential energy 4 services; 5 (4) recommendations on addressing past due amounts 6 owed to utilities by low-income persons in Illinois; 7 (5) demographic and other information (including 8 household consumption information) necessary to determine 9 the total number of customers eligible for assistance, 10 the total number of customers likely to apply for 11 assistance, and funding estimates for any recommended 12 program; 13 (6) recommendations on appropriate measures to 14 encourage energy conservation, efficiency, and 15 responsibility among low-income residential customers; 16 (7) any recommended changes to existing 17 legislation; and 18 (8) an estimate of the cost of implementing the 19 Program Design Group's recommendations. 20 (e) The recommendations adopted by the Program Design 21 Group shall be competitively neutral in their impact on 22 providers in the energy market and shall spread program costs 23 across the broadest possible base. 24 (f) The Department of Commerce and Community Affairs 25 shall hold public hearings on the recommendations of the 26 Energy Assistance Program Design Group during calendar year 27 20012002. 28 (Source: P.A. 90-561, eff. 12-16-97.) 29 Section 99. Effective date. This Act takes effect upon 30 becoming law.